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Christopher Patrick De Lorimier

O'CONNOR WEALTH MANAGEMENT, INC.·MONROVIA, California
Series 7, Series 65, Series 66Clean record12 years registeredO'CONNOR WEALTH MANAGEMENT, INC.
139 E. COLORADO BLVD, MONROVIA, CA 91016CRD# 5559654Firm CRD# 152316

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Patrick De Lorimier · MONROVIA, CA
Registration
CRD #5559654 · O'CONNOR WEALTH MANAGEMENT, INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

O'CONNOR WEALTH MANAGEMENT, INC.
Jan 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Series 66
Registration record
First registered · January 13, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
O'CONNOR WEALTH MANAGEMENT, INC.
CRD 152316 · SEC 801-131495
AUM
$154M
Regulatory assets under management
Employees
2
370 client accounts
Services offered by O'CONNOR WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at O'CONNOR WEALTH MANAGEMENT, INC. →
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Frequently Asked Questions

What services does Christopher Patrick De Lorimier offer?
Christopher Patrick De Lorimier specializes in Financial Planning, Investment Management. Contact their office in MONROVIA, California for a consultation.
What are Christopher Patrick De Lorimier's credentials?
Christopher Patrick De Lorimier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Patrick De Lorimier located?
Christopher Patrick De Lorimier is based in MONROVIA, California, working with O'CONNOR WEALTH MANAGEMENT, INC.. Their office serves clients in the MONROVIA metropolitan area and surrounding communities.
How does Christopher Patrick De Lorimier charge for services?
Christopher Patrick De Lorimier's firm is compensated through percentage of aum, other: percentage of assets under administration. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is O'CONNOR WEALTH MANAGEMENT, INC.?
O'CONNOR WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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